Stock Markets and Presidential Elections

Jul 16, 2020 | Behavioral Finance, Investing

Blog “Stock Markets and Presidential Elections” While our post this week might not directly assist you in your quest towards financial independence, but it’s also fun to see how finances can play into so many aspects of our world.  If 2020 hasn’t already been...

When Should I Refinance My Mortgage?

Jul 10, 2020 | Coronavirus, Housing

Blog “When Should I Refinance My Mortgage?” This week’s post is a revamped version of a post from 2019.  With mortgage rates now at historic lows, we feel it is valuable to revisit this idea.   Everybody loves to save money, and since we are in a period of...

ETFs vs. Mutual Funds

Jun 26, 2020 | Investing

Blog “ETFs vs. Mutual Funds” Exchange Traded Funds or ETF’s are fairly new on the investing scene, at least in relative terms.  ETF’s first came on the scene in 1993 while Mutual Funds have been around since the 1920’s.  Since ETF’s began, there is an ongoing...

Tips for Lowering Taxes in Retirement

Jun 19, 2020 | Investing, Retirement

Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably.  While that is certainly an important topic, considering how these savings...

FOMO with the Stock Market

Jun 12, 2020 | Behavioral Finance, Investing, Retirement

Blog “FOMO with the Stock Market” “Fear of Missing Out” (AKA FOMO), has become very apparent as individuals try to make sense of the meteoric rise in the stock market over the past 60 days.  We dive into why the stock market has been going up in a recent post...